Engaged 资本 2026Q1 13F 持仓
Engaged Capital 格伦·威林 组合详情。
组合市值：$303,413,763；当前持仓：8；上一报告期：2025-12-31
| # | Ticker | Name | Market Value | Shares | Weight | Status |
|---|---|---|---|---|---|---|
| 1 | VFC | 威富 | $79,496,023 | 4678989 | 26.2% | 持有 |
| 2 | YETI | YETI Holdings, Inc. | $65,280,036 | 1784095 | 21.52% | 持有 |
| 3 | BL | 黑线 | $50,601,903 | 1367619 | 16.68% | 持有 |
| 4 | GXO | GXO Logistics, Inc. | $42,608,723 | 821769 | 14.04% | 持有 |
| 5 | CGNX | 康耐视科技 | $23,711,160 | 484000 | 7.81% | 持有 |
| 6 | PTLO | 波蒂略斯 | $18,213,417 | 3442990 | 6% | 持有 |
| 7 | EVH | Evolent Health, Inc. | $12,685,719 | 5563912 | 4.18% | 持有 |
| 8 | BRCC | BRC, Inc. | $10,816,782 | 13935560 | 3.57% | 持有 |
清仓股票
- FRPT - Freshpet, Inc.